HWM
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HB Wealth Management’s Regency Centers REG Stock Holding History

HB Wealth Management’s Portfolio REG Stock Details REG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$266K Buy
3,339
+431
+15% +$33.9K ﹤0.01% 1433
2026
Q1 		$220K Sell
2,908
-87
-3% -$6.48K ﹤0.01% 1384
2025
Q4 		$207K Buy
+2,995
New +$210K ﹤0.01% 1317

Other funds holding REG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HB Wealth Management's REG Position: Q2 2026 in Review

HB Wealth Management increased its Regency Centers (REG) stake by 15% in Q2 2026, buying an estimated $33.9K and bringing the position to 3,339 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

HB Wealth Management first reported a position in REG in Q4 2025 and has held it in 3 quarters since. 606 funds tracked by Wall St. Rank hold REG as of Q2 2026.

  • HB Wealth Management held 3,339 shares of Regency Centers worth $266K as of Q2 2026.
  • HB Wealth Management bought 431 Regency Centers shares in Q2 2026, an estimated $33.9K.
  • Regency Centers made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1433 holding.
  • HB Wealth Management first reported a position in Regency Centers in Q4 2025 and has held it in 3 quarters since.
  • 606 funds tracked by Wall St. Rank held Regency Centers as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.